Huffman-Mayer Wealth Management Group
3705 State Road, Ashtabula, Ohio 44004
About the Business
Welcome to Huffman-Mayer Wealth Management Group of Wells Fargo Advisors, where we bring nearly 200 years of collective experience to provide personalized guidance tailored to help our clients meet their investment planning goals. Our team is dedicated to delivering comprehensive financial plans that cater to the unique needs of each individual and family we serve.
Our Expertise:
Our advisory team is comprised of highly qualified professionals, including a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Specialist, an Accredited Asset Management Specialist, and an MBA. This diverse expertise allows us to offer a wide range of services and ensure that our clients receive the best possible advice and strategies for their financial futures.
Awards and Recognition:
We are proud to announce that our commitment to excellence has been recognized multiple times. James Mayer, Jr. has been selected for the Forbes Best-In-State Wealth Advisors list in 2023, an honor reflecting his dedication and skill in the financial services industry. Additionally, Huffman-Mayer Wealth Management Group has been named one of Forbes' Best-In-State Wealth Management Teams in 2024. These accolades are based on rigorous criteria, including industry experience, compliance records, assets under management, and revenue, as compiled by SHOOK Research, LLC.
Our Approach:
Over the past four decades, we have meticulously developed and refined our investment process. While each client’s situation is unique, our approach consistently emphasizes thorough planning and strategic guidance. We believe that our clients' prosperity is a testament to the diligence and expertise we bring to every relationship.
Geographic Reach:
Our services are available to residents in a wide array of states, including but not limited to AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MS, MT, NC, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WV, and WY. For those residing outside the U.S., our information is provided for informational purposes only and should not be construed as an offer to participate in any investment.
Legal Disclosures:
Investment products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Connect with Us:
We encourage you to reach out to our team to learn more about how we can assist you in achieving your financial goals. Please note that opinions, comments, and actions taken on social media do not necessarily reflect the views of Wells Fargo Advisors or our team. Social media content is intended for U.S. residents only and is subject to specific terms and conditions.
For more information, please visit our website or contact our office directly.Important Notice:
By clicking on certain links, you may leave the Wells Fargo Advisors website and enter a privately owned website. Wells Fargo Advisors does not endorse the third-party website’s products, services, or policies, and we recommend reviewing the third-party’s terms and conditions to understand what information may be collected during your visit.We look forward to partnering with you on your financial journey.
Photos
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Love the Huffman Mayer team! Not only are they strong supporters of small businesses, but they are also great people."
"The Huffman Mayer Paolo wealth management team has a great team with many years of experience. I would highly recommend to anyone looking for knowledge surrounding their investments."
"James was very helpful and he fulfilled all of my desired needs! Very easy to speak with and there was no misunderstanding in our discussion. Would recommend!"
"James and his team are very accommodating and helpful. James helped our family get a great plan for our future and retirement. It is great to have a company like this to help us reach our goals."
"I’ve had my moneys with them for several years now. The team is wonderful and they are well versed on investment. They are super friendly and always willing to talk about investment. Highly recommend the team for all your investments"
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